Shares of Apple Inc. (AAPL) and Microsoft Corporation (MSFT) soared as both tech behemoths crossed the $4 trillion market‐capitalisation threshold, highlighting the market’s intense appetite for companies driving the AI and device-ecosystem revolutions.
Microsoft reclaimed the milestone with investor enthusiasm over its expanded partnership with OpenAI — including a 27 % stake valued at approximately $135 billion — and the strong performance of its cloud and AI businesses. The surge in Microsoft’s valuation underlines its strategic pivot toward AI-enabled cloud services.
Apple’s rise to the coveted $4 trillion club was driven by unexpected strength in iPhone 17 and iPhone Air sales, particularly in the U.S. and China. This rebound helped dispel concerns about its slower AI rollout and reinforced confidence in its hardware-plus-services model.
For investors, the twin milestones mark more than pride—they reflect a reshaping of competitive dynamics in Big Tech. Both firms are no longer vying simply for hardware or software supremacy, but for dominance across platforms, services, and generative AI infrastructure.
Still, analysts caution that lofty valuations bring heightened expectations. With the AI growth story priced in, the next challenge will be execution—turning these multi-trillion valuations into sustained earnings and innovation momentum.
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